For Financial services and insurance · free scan

People ask AI who to trust with their money. Be the answer, compliantly.

Advisors, accountants, brokers, and insurance agencies get named from structured service pages and reviews. No advice claims, just findability.

ClaudeChatGPTPerplexityGeminiGoogle AI Overviews · soonCopilot · soonGrok · soonAmazon Rufus · soon
yourfirm.comready
0
Questions
0
Answers
0
Named
0
Rivals
0
Top-3 rate
0%of questions where you are in the answer
Type a domain and press go. Results arrive engine by engine.

Questions we test, for example: “fee-only financial advisor in Denver” · “CPA for a small e-commerce business” · “best home insurance agent near me”

What you'll see

Whether AI names their firm for advisor, CPA, or insurance questions, with compliant fixes.

What convinces

An advisor named for 'fee-only advisor in [city]' after service and FAQ pages went live.

The usual objection

"Compliance won't allow it." We publish services, credentials, and fees. No advice, no performance claims.

What you receive, in your terms

FinancialService or InsuranceAgency schema, service pages, a fees and credentials FAQ, and a weekly client-question report, compliance-checked.

What we publish for financial services and insurance

Fix

FinancialService and InsuranceAgency schema

Fix

Service and FAQ pages, compliance-checked

Fix

Credentials and fees AI can read

Fix

Weekly check on client questions

The traffic moved. The buyers didn't leave.

Real figures, with sources. These are the numbers store owners and service businesses are living through right now.

13x
more orders from AI search, year over year
Shopify, Q1 2026
7 to 16%
conversion of AI-referred sessions, against 1.7 to 2.8% from organic search
Shopify
$12B
incremental annualized sales attributed to Amazon's shopping assistant
Amazon earnings via Seller Labs
~48%
of Google queries now show an AI Overview, and most searches end without a click
2026 GEO statistics roundups

How it fixes it

An engine names a business when a page answers the buyer's question, the page is readable and structured, and other sites back it up. We supply the first two and show you the third.

Scan

Ask the engines what your buyers ask

Questions written the way people type them into AI. Four engines today, eight soon. Who gets named, who doesn't, and which competitors take your spot.

Fix

Publish what the engines are missing

Labels AI can read, an FAQ in the buyer's words, a comparison page, a summary file for AI crawlers. Built only from your own site. Unsupported claims are dropped.

Prove

Rescan every week and show the change

Answers change weekly. The report shows which questions flipped, what was fixed, and what's next. Cancel any time; the pages stay yours.

Built for twenty-five kinds of business

Same scan, same fixes, same weekly proof. Each page speaks your customers' language.

ShopifyShopify storesWooCommerceWooCommerce and WordPress storesAmazonAmazon sellersMarketplacesTikTok Shop, eBay, Walmart and Etsy sellersSite buildersWix, Squarespace, BigCommerce and Webflow storesSaaSSaaS and B2B softwareLocal servicesLocal and service businessesAgenciesAgencies and freelancersCreatorsPublishers, creators and appsAPIDevelopers and platformsHospitalityRestaurants and hospitalityReal estateReal estateHealthcareHealthcare and wellnessEducationEducation and coursesTravelTravel and experiencesAutomotiveAutomotive dealers and repair shopsLegalLaw firms and legal servicesFinanceFinancial services and insuranceFitnessGyms, studios and sportsBeautySalons, spas and beautyPetsPet services and pet brandsEventsEvents, weddings and venuesNonprofitsNonprofits and associationsB2B suppliersManufacturing, wholesale and B2B suppliersConsultingCoaches, consultants and professional services

Priced for the business, not the enterprise

Trackers charge $29 to $79 to tell you you're invisible. Fixing it elsewhere starts at $129. Founding price locked for the first 1,000 customers.

Core

$29 / month
  • Weekly scan on every engine
  • Fixes written and published
  • Citation alerts and the weekly report
  • 30 days money back
Start with the free scan

Annual

$199 / year
  • Everything in Core
  • About 43% off
  • We set up the first fixes with you
  • Founding price for life
Start with the free scan

Agency

$99 / month
  • Up to 10 stores or sites
  • White-label weekly reports
  • Bulk publish
  • 20% share above 10
See the agency page

Financial services and insurance: $29 to $79 a month, firms from $99.